Bolloré refocuses Blue Solutions: what it means for Bolloré stock

Published on 10/13/2026 at 06:56 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS

For Bolloré stock, first-half revenue reached EUR 1.64 billion after 6.00 percent growth. Net income fell to EUR 133.00 million.

Key points in brief

Bolloré announced a Blue Solutions production refocus on September 8, 2026, potentially affecting 41 positions.
First-half 2026 revenue rose 6.00 percent to EUR 1.64 billion, while net income fell to EUR 133.00 million.
The last Lang & Schwarz quote was EUR 3.68 on October 12, 2026, with a EUR 10.4 billion market capitalization.
Bolloré is scheduled to report its next earnings on October 20, 2026.

Makroaufnahme von glänzender Kunststofffolie mit feinen Lichtreflexionen — Makroaufnahme von Kunststofffolie zeigt ein Kerngeschäft von Bolloré SE FR0000039299 im industriellen Segment des Mischkonzerns, Illustration mit AI erstellt.

Bolloré announced a refocus of Blue Solutions on fourth-generation battery development on September 8, 2026, while its electric-bus production project could affect 74 positions, according to GlobeNewswire. The announcement adds an industrial restructuring angle ahead of the company's next scheduled earnings date.

Three dated signals shape the story

On September 8, 2026, Bolloré said Bluebus production could be discontinued, potentially affecting 74 positions. The same announcement said Blue Solutions would concentrate on fourth-generation battery research, giving the industrial division a narrower strategic role.

On September 16, 2026, Bolloré reported first-half revenue of EUR 1.64 billion, up 6.00 percent on a reported basis and 8.00 percent at constant scope and exchange rates, according to GlobeNewswire. On September 25, 2026, the company made its half-year financial report available, confirming the same EUR 1.64 billion revenue base and the reporting period ended June 30, 2026.

What does the refocus mean for earnings?

The first-half figures show a sharp split between Bolloré Energy and the communications business. Bolloré Energy generated EUR 1.47 billion of revenue and adjusted operating income of EUR 47.00 million, up 77.00 percent year over year, while Communications contributed EUR 181.00 million, down 11.00 percent, according to GlobeNewswire.

That mix explains why revenue growth did not translate into stronger profitability. Adjusted operating income fell 15.00 percent to EUR 104.00 million in the first half of 2026, while net income dropped 45.04 percent to EUR 133.00 million from EUR 242.00 million.

October 20 is the next date

Bolloré's next earnings report is scheduled for October 20, 2026, according to Investing.com. That release should show whether the energy contribution continues to offset weaker communications results and the costs of the Blue Solutions reset.

The last quote from Lang & Schwarz was EUR 3.68 on October 12, 2026 at 10:59 p.m. CEST. The quoted 52-week range was EUR 3.60 to EUR 5.68, and the market capitalization was EUR 10.4 billion as of October 12, 2026. The further course of trading is shown by the continuously updated real-time quote of Bolloré stock.